Keywords: semiconductors
22 according to foreign media messages, Japanese semiconductor chip renesas electronics to buy stocks silicon chip manufacturers Internet (Intersil), the two sides have had entered the final negotiation phase, fastest within this month is expected to reach a basic consensus, estimates that up to $3 billion. According to introducing, renesas hope through its acquisition of Intersil self-driving car chip market. At present, our country also in speed up research and development of intelligent driving process, relevant industry standard is expected to recently introduced, automotive chip as an important part of the potential market space will amount to billions of scale.
Global semiconductor market, the smart phone with semiconductor demand growth is slowing, but in terms of automotive semiconductor, in addition to new areas such as automatic driving, engine electronic control in semiconductor is also expanding. Intersil main production car electronics, machine tools, smart phones and other products needed for semiconductor, with a strong market competitiveness. In the intelligent car, the phase of rapid automotive semiconductor chip the size of the market will increase greatly.
Semiconductor IC Insights market research institutions, according to the 2014 global automotive chip market size of about $21.4 billion, is expected to reach $28.8 billion by 2017, the average annual compound growth rate of 10.4%. From the point of industry structure, auto chip market is dominated by renesas, infineon, stmicroelectronics, NXP overseas manufacturers such as control, manufacturers smaller share of the market in our country, there is a huge space for import substitution. From the point of the industrial chain, auto electronic can be divided into the upstream chip manufacturers; The middle electronic system module integrator; Downstream automotive vehicle manufacturers. And in the industry, the automotive electronic chip makers because of its high threshold, high technology, enjoy the industry the highest level of gross margin. At present, the global automotive electronic chip scale income accounts for about 25% of whole industry chain.
Compared with the mobile phone chips, digital equipment, automotive electronic chip requirements more stringent, high technical threshold, long cycle and characteristics such as high development costs. Automobile electronic chips have high requirements for product performance and reliability. At present, our country is vigorously promoting localization development of integrated circuits, memory, CPU, etc. Series product for policy support. Recently by 27 high-end chip based application software, the whole machine, and other key leading enterprise, famous universities and research institutes, jointly launched the "China's high-end chip alliance".
The alliance accept leading group office of national integrated circuit industry development guidance, aims to focus on building "architecture - chip - software - machine - system - information service" of the industry ecosystem, the integrated circuit industry rapid development. In addition, the purple light group has teamed up to form the Yangtze river and wuhan new core storage technologies co., LTD., promoting localization of memory. The rapid development of semiconductor industry also provides technical support for downstream vehicle chip market.
Our country is also actively promote intelligent driving industry development. Miit previously disclosed, intelligent snatched automobile technology roadmap for study has been basically completed. Last year's global smart car market demand for 190 billion yuan, the dominant autonomous driving and safety system. Agency predicts 2020, the global smart car market demand will reach 700 billion yuan. Smart car market demand in China last year was 70 billion yuan, the market demand will exceed 250 billion yuan to 2020 yuan, the vehicle is expected to usher in rapid expansion chip and other related products.
Comprehensive securities research report, datang telecom (19.58 to 2.39%, buy) as a telecommunications institute of science and technology company, is currently promoting integrated circuit chip design, business development, mainly for mobile Internet, networking, etc. Company and grace of pu (NXP) joint venture Tang Enzhi pu, focus in the field of automotive electronic chips. All volunteers technology (89.50 to 1.92%, buy) main tablets and other intelligent terminal chip manufacturing, and actively layout car electronic chip market, etc. Company has production more chips used in markets such as vehicle traveling data recorder, car machine, V series and a series of IC products has become the market mainstream chip package.
